Part-Time Admin Assistant – Financial Practice

Thrivent Financial; Town of Cleveland (WI); Presencial; USD 25.000 - 28.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Part-time hours

Flexible schedule

Growth opportunity

Office in Cleveland, WI

Descripción de la vacante

Thrivent Financial in Cleveland, WI is seeking an Administrative Assistant to provide friendly, efficient support to a seasoned advisor. The role handles phones, greeting members, mail, supplies, and uses Thrivent systems to support client relations.

This part-time position offers 15-20 hours weekly with a flexible schedule during business hours, growth opportunities, and hourly compensation between $18 and $20, depending on experience.

Formación

• Previous administrative/secretarial experience preferred.
• Strong computer aptitude and knowledge of business tools.
• Ability to handle multiple tasks with frequent interruptions.
• Ability to maintain confidentiality of sensitive information.
• Understanding of Thrivent Financial products and services.

Responsabilidades

• Handle incoming calls and respond to information requests.
• Perform routine administrative duties and manage supplies.
• Prepare routine correspondence, reports, and presentations.
• Maintain electronic filing systems with up-to-date client records.
• Support SOPs and office processes for consistency.
• Coordinate and assist with marketing initiatives and events.
• Schedule client meetings and update contact management system.
• Provide meeting support and follow-up actions.
• Offer back-up support for non-licensing tasks.
• Participate in business planning and other tasks as assigned.

Conocimientos

Multitasking

Customer focus

Communication

Interpersonal skills

Teamwork

Adaptability

Herramientas

Microsoft Word

Excel

PowerPoint

Descripción del empleo

Thrivent Financial in Cleveland, WI is seeking an Administrative Assistant to provide friendly, efficient support to a seasoned advisor. The role handles phones, greeting members, mail, supplies, and uses Thrivent systems to support client relations.

This part-time position offers 15-20 hours weekly with a flexible schedule during business hours, growth opportunities, and hourly compensation between $18 and $20, depending on experience.